Showing 41 posts

Breathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for China

US President Trump has announced a 90-day pause on reciprocal tariffs for countries excluding China—introducing a lower 10% rate in the interim—while simultaneously escalating tariffs on Chinese imports to a staggering 125%. In this report, we unpack the implications of the latest tariff restructuring, offering insights for brands and retailers looking to navigate the increasingly volatile trade environment.

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US Store Tracker Extra, March 2025: US Total Closed Retail Space Exceeds 100 Million Square Feet

In March 2025, closures by Big Lots, Forever 21 and Macy’s caused total US closed retail space for the year to push past 100 million square feet, according to Coresight Research estimates. Discover US retailers’ latest store closure and opening announcements, as well as the square-footage impacts of these developments, with our monthly US Store Tracker Extra series.

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Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 16, 2025, including Costco, Gap Inc., Inditex, Kohl’s, Puma, Ulta Beauty and more.

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Earnings Insights 4Q24, Week 6: Sales Decline for Kroger, Macy’s, Ross Stores and Other Retailers

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 9, 2025, including Adidas, Best Buy, Kroger, Macy’s, Prada, Ross Stores and Target.

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Weekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 Stores

Our Weekly US and UK Store Openings and Closures Tracker series reports on store closures, openings and bankruptcies. This week, we highlight bankruptcy-led closures by Bargain Hunt and Liberated Brands, as well as developments from other major retailers. Non-store-closure news includes the appointment of a new Operating Division President at Raley’s.

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